PHILIP TREVOR HANCOX
Financial Adviser ยท Kent Town, SA
๐ Qualifications & Training
2011 - Bachelor of Arts (International Studies) - Bachelor Degree (AQF 7) - University of South Australia
2011 - Bachelor of Management (Marketing) - Bachelor Degree (AQF 7) - University of South Australia
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - CFP Certification Program - Other - Financial Advice Association Australia (FAAA)
2020 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2024 - Margin Lending Specialist - Other - Kaplan Professional
2025 - Accredited Aged Care Professional - Other - Aged Care Steps
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.